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#10,452
#10,452
Mosaic (MOS) is going to directly benefit from Russia’s natural gas being cut off. Russia is the largest producer of NG. NG makes ammonia. Ammonia makes fertilizer. Good times for MOS.
 
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#10,453
#10,453
Japan and S Korea need natural resources from Russia. Timber, copper, oil.

The US’s refineries replaced Venezuela’s oil (full of impurities) with Russian oil. If the refineries retool to use the better quality oil from domestic shale production, then maybe the oil service companies will pop. Perhaps CAT will get a spike in orders for equipment to dig up the oil sands deposits.

Putin ain’t likely to reverse course. He wants all of Ukraine. Probably even those areas to the west of it as well.

Russia is a mess. Their male life expectancy is 64. They’ve not been keeping up educating their people for 30 years. They had to wait for the sun to come up before attacking. They sell their natural resources instead of producing goods as their factories aren’t there like they were when the USSR was around.

Place your bets.
 
#10,455
#10,455
Thunder Good-Oil said:
Well that certainly was a violent opening. Kind of has the feel of the bottom falling out early but actually ending positive for the day. Still a long way to the plus side though.
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Was not expecting a positive bounce when I saw the pre-market and the daily events transpiring. Also suspect that Moderna was in the green at $10 while the market dropped and ended the day up $20
 
#10,456
#10,456
Thunder Good-Oil said:
Russia is a mess. Their male life expectancy is 64. They’ve not been keeping up educating their people for 30 years. They had to wait for the sun to come up before attacking. They sell their natural resources instead of producing goods as their factories aren’t there like they were when the USSR was around.
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Russia is a mess, and now it has a hot mess on its hands. Does Putin think he'll soon be able to appoint a underlying to rule the province, and the peasants will return back to their fields? Good luck with that.
 
#10,459
#10,459
Thunder Good-Oil said:
There’s a rally chomping at the bit to go on a run and it keeps getting derailed. Post pandemic. Especially travel names.
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Why do you think travel will do poorly? I bought NCLH yesterday at $17.80, and I hope for a quick 15-25% profit.
We travel overseas 2-3 times a year(pre pandemic), and I see almost no drop off in bookings. Just outlandishly high prices caused by pent up demand. A new covid variant could change that, but right now most countries are relaxing covid restrictions.
Also own CCL and JBLU.
 
#10,460
#10,460
I'm hoping RCL drops back below $70. I will buy a ton of it. Still on a discount as is, but anything under 70 should be an easy 100% gainer over the next 4-5 years imo.
 
#10,461
#10,461
Go aeiou said:
Why do you think travel will do poorly? I bought NCLH yesterday at $17.80, and I hope for a quick 15-25% profit.
We travel overseas 2-3 times a year(pre pandemic), and I see almost no drop off in bookings. Just outlandishly high prices caused by pent up demand. A new covid variant could change that, but right now most countries are relaxing covid restrictions.
Also own CCL and JBLU.
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That’s not what I said. I said that there is a post pandemic rally that keeps getting held back.
 
#10,463
#10,463
mrorange211 said:
I think we may rally here until March 16 (fed mtg)
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um, hey man, you got any more of them MOS stonks?
 
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#10,465
#10,465
Tried to pick up Palantir (PLTR) just before the close but missed with the limit that I set. Maybe I’ll catch that buy next week. I also was close to setting up a limit order to buy CoinBase (COIN) but decided to wait. COIN actually has a low, reasonable p/e while PLTR is recording a loss. I usually go with the one making the profit, but I’m not convinced that COIN can thrive. The big brokers could jump in and crush them. PLTR is going to keep making deals in a space that isn’t easy to enter.
 
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#10,466
#10,466
Thunder Good-Oil said:
Tried to pick up Palantir (PLTR) just before the close but missed with the limit that I set. Maybe I’ll catch that buy next week. I also was close to setting up a limit order to buy CoinBase (COIN) but decided to wait. COIN actually has a low, reasonable p/e while PLTR is recording a loss. I usually go with the one making the profit, but I’m not convinced that COIN can thrive. The big brokers could jump in and crush them. PLTR is going to keep making deals in a space that isn’t easy to enter.
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I bought it (PLTR) just after they IPO, doubled quickly and then I got out. My entry point the last time was higher than it is now so I am trying to decide whether to get back in or not.
 
#10,467
#10,467
ALStateLineVol said:
I bought it (PLTR) just after they IPO, doubled quickly and then I got out. My entry point the last time was higher than it is now so I am trying to decide whether to get back in or not.
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I wish they were earning a profit, but as with a lot of companies that go from zero to this size they have a lot of start up costs that might be being spread out over many years. I like their business. Almost like a big piece is cyber offense in the defense industry. 21st century warfare.
 
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#10,468
#10,468
Thunder Good-Oil said:
I wish they were earning a profit, but as with a lot of companies that go from zero to this size they have a lot of start up costs that might be being spread out over many years. I like their business. Almost like a big piece is cyber offense in the defense industry. 21st century warfare.
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Agree completely, especially with the highlighted statement, thus why I have another order (albeit small) to buy on Monday. When I got in the first time, I did it in the hopes that "potential" would drive the price up and I got lucky with that. As with several IPO's, people tend to overreact and buy in the beginning, thus running up the price and overvaluing the company. I don't believe this can get back to it's "high" any time soon, but I do believe it has the potential for a 50% + gain from here fairly easily once the market comes back.


One that I got in that did extremely well for me was ASPN. It has a very nice little niche in the market for batteries. The bigger the push for EV's, this will excel also. Like everything else, it has had a big correction lately (more than 50% from it's high), but I am still profitable even today. In my opinion, this has great potential and is a steal at this price. But with all stocks, it's a gamble so who knows.
 
#10,469
#10,469
Thunder Good-Oil said:
Japan and S Korea need natural resources from Russia. Timber, copper, oil.

The US’s refineries replaced Venezuela’s oil (full of impurities) with Russian oil. If the refineries retool to use the better quality oil from domestic shale production, then maybe the oil service companies will pop. Perhaps CAT will get a spike in orders for equipment to dig up the oil sands deposits.

Putin ain’t likely to reverse course. He wants all of Ukraine. Probably even those areas to the west of it as well.

Russia is a mess. Their male life expectancy is 64. They’ve not been keeping up educating their people for 30 years. They had to wait for the sun to come up before attacking. They sell their natural resources instead of producing goods as their factories aren’t there like they were when the USSR was around.

Place your bets.
Click to expand...

I see Russia is going to get shut out of the SWIFT system, with the exception of oil and natural gas. That's going to hurt a bunch of people.
 
#10,470
#10,470
With Russia doing its thing, I can see the FED only raising a quarter point instead of a half in March. Not sure how the markets will react because that isn't going to help inflation. The Feds should've slowly started raising rates back in the fall of 2021. They waited to long.
Screenshot_20220227-120436_Finance.jpg
 
#10,473
#10,473
Orange_Vol1321 said:
Yea, the CDC dropping mask mandates to travel is good. When they drop mandated shots to travel is when airlines and cruise stocks should explode.
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What vaccination mandates for US citizens are in force to travel by CDC?
I think non US citizens are required to be vaccinated to enter the US. That should change soon. Possibly in the next few days.
It's hard to say how much upside is left in cruise and airline stocks. They have both suffered greatly from Covid. One of the best, Crystal Cruise Line went bankrupt.
OTOh, I own JBLU and NCLH. I Just don't expect to them to get anywhere close to pre covid prices any time in the near future.
 
#10,475
#10,475
Go aeiou said:
What vaccination mandates for US citizens are in force to travel by CDC?
I think non US citizens are required to be vaccinated to enter the US. That should change soon. Possibly in the next few days.
It's hard to say how much upside is left in cruise and airline stocks. They have both suffered greatly from Covid. One of the best, Crystal Cruise Line went bankrupt.
OTOh, I own JBLU and NCLH. I Just don't expect to them to get anywhere close to pre covid prices any time in the near future.
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Is there news suggesting this will happen? I don't think international travel will change it's policies any time soon from what I'm seeing, at least in regard to vaccination anyways.

However, I do think some members of the EU ending COVID restrictions is a great sign towards international travel returning to normalcy. It seems many EU nations are highly vaccinated anyways, certainly much more so than the US is currently.
 
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